UBT vs AIVI

Comparison between PROSHARES ULTRA 20+ YEAR TREASURY (UBT, ETF) and WISDOMTREE INTERNATIONAL AI ENHANCED VALUE FUND (AIVI, ETF).

5-Year PerformanceAIVI has outperformed UBT, delivering a return of +10.1% compared to -18.4%

UBT vs AIVI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UBT(ETF)	AIVI(ETF)
Net Assets	$64M	$64M
Expense Ratio	N/A	0.58%
Max Drawdown	80.57%	70.35%
Sharpe Ratio	0.01	1.36
5Y Beta	0.10	0.53
5Y Dividends CAGR	37.22%	9.24%

Net Assets

Winner

UBT

$64M

AIVI

$64M

Expense Ratio

UBT

N/A

AIVI

0.58%

Max Drawdown

UBT

80.57%

Winner

AIVI

70.35%

Sharpe Ratio

UBT

0.01

Winner

AIVI

1.36

5Y Beta

Winner

UBT

0.10

AIVI

0.53

5Y Dividends CAGR

Winner

UBT

37.22%

AIVI

9.24%

UBT vs AIVI - Historical Returns

Returns include dividend reinvestment.

Period	UBT	AIVI
1 month	+1.89%	+0.56%
3 months	-2.25%	+7.30%
6 months	-2.03%	+12.96%
1 year	+0.13%	+22.87%
5 years(CAGR)	-18.42%	+10.12%
10 years(CAGR)	-8.54%	+9.10%
Max(CAGR)	+0.64%	+5.29%

Winner

UBT

+1.89%

AIVI

+0.56%

UBT

-2.25%

Winner

AIVI

+7.30%

UBT

-2.03%

Winner

AIVI

+12.96%

UBT

+0.13%

Winner

AIVI

+22.87%

5Y(CAGR)

UBT

-18.42%

Winner

AIVI

+10.12%

10Y(CAGR)

UBT

-8.54%

Winner

AIVI

+9.10%

Max(CAGR)

UBT

+0.64%

Winner

AIVI

+5.29%

UBT vs AIVI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	UBT	AIVI
2026	-1.86%	+10.16%
2025	+1.44%	+39.34%
2024	-20.52%	+2.91%
2023	-6.93%	+16.97%
2022	-53.46%	-10.25%
2021	-11.80%	+8.70%
2020	+28.52%	-2.14%
2019	+23.49%	+18.25%
2018	-4.46%	-10.04%
2017	+14.90%	+20.01%
2016	-1.93%	+3.73%
2015	-9.46%	-7.74%
2014	+59.04%	-3.13%
2013	-24.72%	+17.17%
2012	+5.92%	+8.11%
2011	+75.00%	-6.78%
2010	+10.12%	+2.74%
2009	N/A	+31.32%
2008	N/A	-45.35%
2007	N/A	+11.52%
2006	N/A	+27.29%

UBT vs AIVI Drawdown Comparison

The maximum drawdown for UBT was -78.91%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for AIVI was -65.93%, occurring on Mar 9, 2009. Recovery took 3052 trading sessions.

The current UBT drawdown is -76.49%. The current AIVI drawdown is -1.58%.

Rank	UBT	AIVI
#1	-78.91% Mar 9, 2020 - Oct 19, 2023	-65.93% Oct 31, 2007 - Dec 16, 2019
#2	-38.31% Jul 25, 2012 - Dec 12, 2014	-35.42% Jan 17, 2020 - Jan 6, 2021
#3	-36.37% Jul 8, 2016 - Aug 6, 2019	-28.06% Jan 14, 2022 - Jul 13, 2023
#4	-32.20% Aug 26, 2010 - Aug 8, 2011	-13.88% Jul 19, 2007 - Oct 1, 2007
#5	-30.26% Jan 30, 2015 - Jun 27, 2016	-11.71% Sep 27, 2024 - Mar 5, 2025
#6	-20.74% Oct 3, 2011 - Dec 19, 2011	-11.42% Mar 19, 2025 - Apr 22, 2025
#7	-20.35% Dec 19, 2011 - May 17, 2012	-10.92% Feb 25, 2026 - Mar 20, 2026
#8	-16.53% Aug 28, 2019 - Feb 21, 2020	-10.43% Jul 26, 2023 - Dec 14, 2023
#9	-9.70% Sep 22, 2011 - Oct 3, 2011	-8.43% Jun 14, 2021 - Jan 12, 2022
#10	-9.59% Aug 10, 2011 - Aug 18, 2011	-8.13% Feb 26, 2007 - Apr 2, 2007
#11	-8.97% Jun 1, 2012 - Jul 23, 2012	-5.14% Jul 11, 2006 - Jul 28, 2006
#12	-8.75% Aug 19, 2011 - Sep 2, 2011	-4.85% Jun 4, 2007 - Jul 9, 2007
#13	-8.71% Feb 8, 2010 - Apr 30, 2010	-4.81% May 17, 2024 - Jul 12, 2024
#14	-8.25% May 6, 2010 - May 20, 2010	-4.60% Jul 31, 2024 - Aug 16, 2024
#15	-6.40% Jul 1, 2010 - Jul 21, 2010	-4.37% Nov 12, 2025 - Nov 28, 2025

Correlation

Correlation between UBT and AIVI is -0.23 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.23

-101

Dividend Comparison (2006 - 2026)

UBT vs AIVI dividend yield comparison.

Year	UBT	AIVI
2026	0.46%	0.12%
2025	4.26%	4.70%
2024	4.50%	4.94%
2023	3.54%	5.05%
2022	0.30%	4.32%
2021	0.00%	5.53%
2020	0.26%	3.50%
2019	1.50%	4.31%
2018	1.55%	4.21%
2017	1.37%	3.65%
2016	0.75%	3.98%
2015	1.56%	4.23%
2014	0.79%	5.11%
2013	0.18%	3.67%
2012	0.07%	4.56%
2011	0.51%	4.74%
2010	0.69%	3.76%
2009	0.00%	3.61%
2008	0.00%	11.37%
2007	0.00%	2.57%
2006	0.00%	0.36%